To Ask Your Financial Advisor

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Have I invested in any funds that voted my shares in favor of racial equity audits?

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Have I invested in any funds that voted my shares in favor of emissions reduction plans or executive compensation tied to environmental and social goals?

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Have I invested in any funds that systematically underweight companies in any of the following sectors: coal, mining, oil and gas exploration, defense, or firearms?

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Do you use ESG factors in your external fund evaluation process, internal operations, or client portfolio optimization strategies?

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If the answer to any of the above questions is yes, can you please inform me of alternative investment options so that I may select funds and portfolios that best align with my own long-term financial interests?